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Global X Fds s&p 500 catholic shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Global X Fds s&p 500 catholic (CATH) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Global X Fds s&p 500 catholic

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds s&p 500 catholic held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds s&p 500 catholic by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $284k 3.6k 78.14

More positions owned by Monticello Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
InterDigital (IDCC)

View all positions for Monticello Wealth Management

Top funds holding Global X Fds s&p 500 catholic

Fund Evaluation Group
Morgan Stanley
Central Trust & Investment
Bank of America Corporation
Branch Banking & Trust Company
Billeaud Capital Management
Choate Investment Advisors
Wells Fargo & Company
LPL Financial
CWM
Fort Washington Investment Advisors
CI Private Wealth
Reed Conner & Birdwell
Common Fund For Nonprofit Organizations
Commerce Bank N A

View all funds holding Global X Fds s&p 500 catholic